Portfolio of Stocks

Good Morning: This is a daily review of the stocks in your portfolio, updated on Friday, August 8, 2025 at 7:19 AM (UTC). The data is lagged by ~1 day.

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Summary Table

Charts

AAPL

AAPL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0168893	-0.0249337	9831.107	1
Buy_Hold	-0.0728943	-0.1061308	9370.555	1

##### AAPL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AAPL Interactive

AMZN

AMZN Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0550072	0.0826118	10550.07	3
Buy_Hold	0.0733080	0.1105660	10840.50	1

##### AMZN Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZNStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

AMZN Interactive

BA

BA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.3870003	0.6240806	13870.00	4
Buy_Hold	0.4624936	0.7568210	14858.17	1

##### BA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BA Interactive

BABA

BABA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1384355	0.2119061	11384.36	2
Buy_Hold	0.3844569	0.6196679	13996.76	1

##### BABA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BABA Interactive

BYDDY

BYDDY Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2663557	0.4191352	12663.56	3
Buy_Hold	0.2999545	0.4753047	12983.79	1

##### BYDDY Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDYStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

BYDDY Interactive

COST

COST Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0970500	0.1471752	10970.50	3
Buy_Hold	0.0057312	0.0085073	10096.69	1

##### COST Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COSTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

COST Interactive

CRCL

CRCL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0189220	0.1161166	10189.22	1
Buy_Hold	0.8374383	34.3516458	22163.77	1

##### CRCL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRCL Interactive

CRWV

CRWV Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.000	0.00000	10000.00	0
Buy_Hold	2.027	21.22464	31046.15	1

##### CRWV Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWVStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

CRWV Interactive

EL

EL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1543478	0.2371005	11543.48	2
Buy_Hold	0.2648364	0.4166120	12613.39	1

##### EL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

EL Interactive

ELF

ELF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.1351164	-0.1936028	8648.836	1
Buy_Hold	-0.2285362	-0.3192904	7686.154	1

##### ELF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

ELF Interactive

GELYF

GELYF Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2834225	0.4475783	12834.23	2
Buy_Hold	0.3163842	0.5030285	13705.88	1

##### GELYF Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYFStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GELYF Interactive

GLD

GLD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0000000	0.0000000	10000.00	0
Buy_Hold	0.2749705	0.4334694	12767.38	1

##### GLD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GLD Interactive

GOOGL

GOOGL Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0397361	0.0594637	10397.36	2
Buy_Hold	0.1631844	0.2511643	11662.91	1

##### GOOGL Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGLStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

GOOGL Interactive

JPM

JPM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1152636	0.1755206	11152.64	2
Buy_Hold	0.1490469	0.2286887	11484.03	1

##### JPM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

JPM Interactive

MSFT

MSFT Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0474003	0.0710608	10474.0	2
Buy_Hold	0.2299628	0.3591007	12398.3	1

##### MSFT Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFTStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

MSFT Interactive

NBIS

NBIS Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.8103621	1.410457	18103.62	4
Buy_Hold	1.9699863	4.020985	29686.36	1

##### NBIS Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBISStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NBIS Interactive

NET

NET Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0413862	0.0619569	10413.86	2
Buy_Hold	1.1079836	2.0205465	21137.00	1

##### NET Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NETStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NET Interactive

NVDA

NVDA Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0935063	0.1416864	10935.06	2
Buy_Hold	0.3075588	0.4881155	13216.11	1

##### NVDA Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDAStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

NVDA Interactive

O

O Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.1034156	0.1570562	11034.156	2
Buy_Hold	-0.0138193	-0.0204166	9758.974	1

##### O Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

OStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

O Interactive

QQQ

QQQ Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0024053	0.0035675	10024.05	2
Buy_Hold	0.1167262	0.1778064	11251.36	1

##### QQQ Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQ Interactive

QQQM

QQQM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0023556	0.0034938	10023.56	2
Buy_Hold	0.1170162	0.1782599	11253.84	1

##### QQQM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

QQQM Interactive

SCHD

SCHD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.0325497	-0.0478692	9674.503	1
Buy_Hold	-0.0941416	-0.1363292	9070.872	1

##### SCHD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

SCHD Interactive

TCMD

TCMD Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	-0.2720890	-0.3754728	7279.110	1
Buy_Hold	-0.3633573	-0.4879595	6409.067	1

##### TCMD Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMDStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TCMD Interactive

TSM

TSM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.2400716	0.3756915	12400.72	1
Buy_Hold	0.3138741	0.4987821	13366.76	1

##### TSM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

TSM Interactive

V

V Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0033234	0.0049304	10033.23	1
Buy_Hold	0.0539863	0.0810592	10566.36	1

##### V Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

V Interactive

VDADX

VDADX Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0651552	0.0980841	10651.55	2
Buy_Hold	0.0064842	0.0096268	10064.84	1

##### VDADX Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADXStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDADX Interactive

VDE

VDE Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0871828	0.1319135	10871.828	5
Buy_Hold	-0.1155910	-0.1664701	8858.614	1

##### VDE Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDEStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VDE Interactive

VOO

VOO Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0540099	0.0810951	10540.10	2
Buy_Hold	0.0503026	0.0754631	10544.18	1

##### VOO Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOOStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VOO Interactive

VUG

VUG Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0025299	0.0037525	10025.30	2
Buy_Hold	0.1138513	0.1733146	11212.51	1

##### VUG Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUGStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VUG Interactive

VYM

VYM Backtest 1yr

Performance Comparison

	Total_Return	Annualized_Return	Final_Capital	Number_of_Trades
Strategy	0.0363874	0.0544094	10363.87	2
Buy_Hold	-0.0010390	-0.0015398	10005.95	1

##### VYM Static 2mo

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYMStatic 1yr

## chartSeries(x = df, subset = time, name = sym, theme = chartTheme("white"))

VYM Interactive